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Invesco S&P MidCap Momentum ETF
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Overview Fund Activity

122 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
44
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$14.3M
2
JWM
2
Jackson Wealth Management
Florida
$7.55M
3
CCP
3
Cardan Capital Partners
Colorado
$4.44M
4
OMC
4
Old Mission Capital
Illinois
$3.52M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$345K
2
LPL Financial
2
LPL Financial
California
$40.3M
3
Wells Fargo
3
Wells Fargo
California
$43.1M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$827K +$158K +1,881 +24%
SWM
52
Spire Wealth Management
Virginia
$820K +$820K +9,789 New
TAIM
53
TD Ameritrade Investment Management
Nebraska
$815K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$800K -$281K -3,348 -26%
SWM
55
Sculati Wealth Management
Michigan
$731K +$43.9K +524 +6%
CAC
56
Certified Advisory Corp
Florida
$698K +$698K +8,324 New
MFG
57
Monumental Financial Group
Maryland
$672K +$672K +8,016 New
Brown Advisory
58
Brown Advisory
Maryland
$658K – – –
PFS
59
Prospera Financial Services
Texas
$634K +$634K +7,568 New
SPIA
60
Steward Partners Investment Advisory
New York
$625K +$218K +2,596 +53%
HighTower Advisors
61
HighTower Advisors
Illinois
$604K +$35.7K +426 +6%
AWA
62
Arkadios Wealth Advisors
Georgia
$591K +$335 +4 +0.1%
ACM
63
Armbruster Capital Management
New York
$583K – – –
EWM
64
EPG Wealth Management
Georgia
$565K +$251 +3 +0%
AFA
65
American Financial Advisors
Georgia
$553K – – –
NFG
66
Next Financial Group
Texas
$476K -$10.5K -125 -2%
LFAS
67
Level Four Advisory Services
Texas
$470K +$49.2K +587 +12%
CP
68
Capital Planning
Washington
$465K +$5.45K +65 +1%
PS
69
Portfolio Strategies
New York
$441K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$429K -$732K -8,743 -63%
AIC
71
Ameritas Investment Company
Nebraska
$394K +$394K +4,700 New
AWM
72
Accel Wealth Management
Iowa
$380K +$162K +1,929 +74%
TRCT
73
Tower Research Capital (TRC)
New York
$372K +$372K +4,440 New
PA
74
PFG Advisors
Arizona
$348K +$37.2K +443 +12%
TNB
75
TCF National Bank
South Dakota
$347K +$128K +1,530 +59%
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